Barring some total collapse that not even Jim Chanos is predicting, it’s hard to see any scenario in which the booming Chinese auto maker doesn’t have a seismic effect on global commodities consumption. Oil, yes, but also all the commodities that go into building roads (and the cars themselves).
Waverly Advisors has produced these two charts, showing just how dramatic the move up has been:
And:
Now check out more details on the Chinese transportation boom >
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See Also:
- Actually, Nobody, Not Even The Chinese, Understands Who Runs China
- The 10 States About To Get Murdered By The Coming Chinese Import Slowdown
- Citi: Foreign Investors Rushing To Buy Collapsed Chinese Stocks